General Notice:
This update release is scheduled to occur on the morning of October 24th, 2023.
CRM
CRM | Lead Book | Add Memo Information
A Memo icon has been placed next to the Customer’s Name in the Lead Book and will be displayed via a hover over.
Discover
Discover - Reports | Data | IRS Cash Transaction Reporting Process not working
MyByrider App
MyByrider | Turn off ACH/Bank Account or Credit Card payments by CNAC
Please open a ticket with the Service Desk to ask for payment types to be turned off for your Store.
Added the ability for Stores to only accept card payments through MyByrider
A banner message will appear on all accounts where ACH/Bank Account payments have been turned off
They will not be allowed to add a new payment type of Bank Account
Bank Account payment type has been removed from selection of Payment Type
If they have an existing Bank Account payment type on their account, it will still display, but they will not be able to select it for payment.
Banner message that will display when ACH payments have been turned off for a Store.
Added the ability for Stores to only accept ACH payments through MyByrider
A banner message will appear on all accounts where card payments have been turned off
They will not be allowed to add a new card payment type
Card payment type has been removed from selection of Payment Type
If they have an existing card payment type on their account, it will still display, but they will not be able to select it for payment.
Banner message when Store elects to turn off card payments
Payment types will not be accepted when either ACH or card payments have been turned off on the customer level
Previously, both payment types had to be unchecked (turned off for a customer) for MyByrider to block the customer from making payments through MyByrider.
When either ‘Accept Checks from this customer?’ or Accept Credit Card payments from this customer?’ is unchecked, the associated payment type will be disabled in MyByrider.
Banner message when ACH or card payment type has been turned off for a customer